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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,095 | $92,743-72.9% | $82,744-69.7% | $134,532-81.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -21.40% | 946.63%-968.0pp | 702.22%-723.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,728 | $4,802-64.0% | $4,395-60.7% | $6,401-73.0% |
| Admin fee / account holder | $607 | $5,977-89.8% | $5,325-88.6% | $11,429-94.7% |